And yes, they should radically restructure their system of incentives. Clearly the one they have in place does not work.
They have been all over the places, from cloud, finance, gaming, mobile, os, social, you name it. And most of their revenue still come from ads.
Steve Jobs:
“People think focus means saying yes to the thing you've got to focus on. But that's not what it means at all. It means saying no to the hundred other good ideas that there are. You have to pick carefully. I'm actually as proud of the things we haven't done as the things I have done. Innovation is saying no to 1,000 things.”